Jonah Lupton
@JonahLupton
CEO/CIO at @FirstWaveFund, long-biased hedge fund, looking for undervalued growth stocks w/ under-appreciated catalysts, need to see ~3x upside within 3-5 years
加入 April 2008
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Currently on a group call with the Macquarie analyst that just initiated coverage on $CXMT
I’ll post my notes in a little bit.
Will say this… if you’re selling the big 3 memory companies because the financial media says $CXMT is a threat… then you’re just as dumb as the journalists spreading this FUD.
$CXMT is not a threat to Micron, Samsung or SK Hynix and I’ll share why in my notes.
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